|
A certified financial planner or CFP is a person that has completed a series of course requirements, including the completion all CFP exams. Ethical standards and professional quality are the primary characteristics of a CFP or Certified Financial Planner.
CFP Certification
Individuals looking to become Certified Financial Planners or a CFP must complete several requirments. These certification requirements to be a CFP include:
- Work History - Candidates must have at least 2 years of Financial or Investment planning experience.
- CFP Exam - Comprehensive exam covering all facets of Financial and tax planning, management and ethics, and more.
- Higher Education - Higher education completion by a recognized school.
CFP Designation
The Certified Financial Planning designation is accepted and recognized thoughout most of the world. Being a CFP means that you have completed the most complex financial planning designation, and your customers can put their assets, trust and confidence with you.
Financial professionals who wish to become a CFP will come from all sectors of the financial industry. These could include: Insurance Agents (brokers), Stockbrokers, Investment Advisors and Investment Banking, and other Financial individuals. Becoming a CFP will enhance their education, and almost certainly raises their income potential.
CFP Book Resources to get started, that are not expensive, and are very helpful in understanding the nuances and background of the CFP certification.
CFP (Certified Financial Planning) Exam Fast Track - This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning.
So You Want to be a Financial Planner : Your Guide to a New Career, 2nd Edition - Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.
Getting Started as a Financial Planner - This book presents a blueprint for launching a successful future in a lucrative, exciting profession.Topics include education and certification requirements, options for specialization, fee structures, logistics and technology, compliance, and legal issues.
This easy-to-use guide gives a direct, turnkey approach to entering the field and setting up a financial planning practice. Special forms, checklists, and other useful tools reinforce the hands-on appeal of this practical guide.
|
